Jonathan Dumas
Jonathan Dumas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 17 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3112 West 4th Street, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan operates under the DBA Dean Jacobson Financial Services and is a registered investment advisor with Dean Jacobson Financial Services. He also works as a notary for the State of Texas for minimal time per month and is an owner/partner in an insurance agency, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
Dean, Jacobson Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Primerica Advisors
PFS Investments INC.Broker
Edward Jones
Edward JonesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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